See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,132 | $78,672-50.3% | $109,143-64.1% | $85,850-54.4% |
| Participation rate | 44.7% | 68.3%-23.5pp | 75.9%-31.1pp | 69.3%-24.6pp |
| Annual return | 44.34% | 25.09%+19.3pp | 25.75%+18.6pp | 318.53%-274.2pp |
| Employer contribution / active EE | $730 | $2,735-73.3% | $3,722-80.4% | $2,565-71.5% |
| Participant deferral / active EE | $1,428 | $3,467-58.8% | $4,653-69.3% | $3,952-63.9% |
| Admin fee / account holder | $1,827 | $5,469-66.6% | $6,752-72.9% | $6,260-70.8% |